Add Address

You can add three addresses to a customer account: Billings, Service, and Shipping.

Complete the following steps to add an address to a customer account:

1. Select Customer Billing from the Gotransverse application menu .

   

   Customers Window

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customer Summary Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, click the Addresses details tab.

   

   Add Child Account - Address Detail Tab

4. On the Account Details window, click the Addresses details tab.

5. Click the Create button to open the Create Address window.

6. On the Create Address window, complete the required and relevant information.

   

   Create Address Window

   Required fields are marked with an asterisk.

   • Type*: Select an address type from the drop-down. If no addresses have been created, you select from Billing, Service, or Shipping. Once a type of address is created, the type is not available for selection from the drop-down list. For example, if you already created a Billing address, Billing will not display in the drop-down list.

   • Copy From: You can select information from a previously-created address to use for this new address. If available, select an address type from the drop-down-list or enter the first couple of letters of the address type to populate a drop-down list. Only addresses that have been created will display in the list. If you select a previously-created address, the remaining fields automatically populate.

   • Country*: Enter the country from the drop-down-list or enter the first couple of letters of the country to display related names in the drop-down list.

   • Address Line 1*: Enter the first line of the address.

   • Address Line 2: Enter the second line of the address, if necessary.

   • City*: Enter the city.

   • Postal Code: Enter the postal code for the address.

7. Click Create Address OR click the Create Another checkbox to save this address and open a new Create Address window.

   If all address types have been created, the Create Another checkbox will not display.

Addresses display under the Addresses detail tab. You can Edit Address or Delete Address, if needed.

 

 

 

Topic updated: 07/2024.